Clear help, from a real person.
Questions about your account, a monthly check-in, or how a planning number is calculated? Start here or reach Adam directly.
Contact
Email hello@siegelfinancial.org. Include the screen you were using and what you expected to happen, but do not send passwords, account numbers, Social Security numbers, or other financial credentials.
Common questions
Where do I update my numbers?
Use Net Worth for balances, Budget for monthly income, spending, and investing, and Projection for return and retirement assumptions. The monthly check-in records what actually happened.
Why did my projection change?
Projection changes can come from updated balances, monthly contributions, monthly money left over, debt details, retirement age, or return assumptions. Open the calculation explanation on Projection to see each input.
Can I use the dashboard without an account?
Yes. A browser-only plan stays on that device. Creating an account adds private cloud sync, password recovery, and optional check-in emails.
Account and data
You can change your password, export your plan, turn monthly emails off, or delete your account from Settings. Account deletion removes the Firebase Authentication login and the saved cloud plan. This action cannot be undone.
Security or privacy concern
For a suspected security issue, follow the instructions on the Security page. For data-handling details, read the Privacy Policy.